+1,135.3%
MPC vs IOVA
+7.2%
+1,128.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.4% |
| 7D | +2.6% | -7.0% | +9.6% | +3.0% |
| 30D | -12.2% | -44.4% | +32.2% | -9.6% |
| 3M | +20.1% | +24.7% | -4.6% | +16.7% |
| 6M | +60.6% | +118.6% | -58.0% | +48.6% |
| YTD | +150.6% | +196.3% | -45.8% | +123.7% |
| 1Y | +104.7% | +205.3% | -100.6% | +81.7% |
| 3Y | +194.5% | +103.8% | +90.7% | +149.2% |
| 5Y | +582.3% | -65.6% | +647.9% | +532.6% |
| 10Y | +1,135.3% | +6.4% | +1,128.8% | +889.0% |
| All | +1,135.3% | +7.2% | +1,128.1% | +889.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling